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Atlas Private Wealth Management’s Lowe's Companies LOW Stock Holding History

Atlas Private Wealth Management’s Portfolio LOW Stock Details LOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$244K Buy
+957
New +$220K 0.1% 112
2020
Q3 		– Sell
-125
Closed -$17K – 438
2020
Q2 		$17K Buy
125
+1
+0.8% +$114 0.01% 282
2020
Q1 		$11K Sell
124
-12
-9% -$1.31K 0.01% 303
2019
Q4 		$16K Buy
+136
New +$15.6K 0.01% 307

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atlas Private Wealth Management's LOW Position: Q1 2024 in Review

Atlas Private Wealth Management opened a new position in Lowe's Companies (LOW) in Q1 2024: 957 shares worth $244K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Atlas Private Wealth Management previously reported a position in LOW as recently as Q2 2020.

Atlas Private Wealth Management first reported a position in LOW in Q4 2019 and has held it in 4 quarters since. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Atlas Private Wealth Management held 957 shares of Lowe's Companies worth $244K as of Q1 2024.
  • Lowe's Companies was a new Atlas Private Wealth Management position in Q1 2024.
  • Lowe's Companies made up 0.1% of Atlas Private Wealth Management's portfolio in Q1 2024, its #112 holding.
  • Atlas Private Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 4 quarters since.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.